Getting Started with Heatpunk Pro

Our pro tier unlocks team collaboration and access to features that can save you time and impress your customers with a professional journey through their quote and installation. 

 

 What do I get with Pro? 

 We run  weekly training sessions which cover all the features that you get with pro. The cost is £35 / month (plus VAT) per user. Below is a summary of everything included in Heatpunk Pro.  

 

 Upload floor plan 

 Custom components 

 Project and component sharing 

 Project status tracking 

 Customised customer proposal 

 E-signing 

 Document storage 

 Emailing 

 Survey and installation record 

 Additional forms and reports 

 Connect Direct API 

 CRM connections 

 Shrunk Punk (for additional cost) 

 

 How do I upgrade?  

 To upgrade to pro, log into the account you would like to be the Owner . In the top right, you will see the option to  Upgrade to pro : 

 Click this and navigate through each step: 

 

 Add team members and set their role type 

 Connect to Midsummer so your pricing correctly applies for all team members 

 Fill in billing details  

 Pay via GoCardless instant bank payment 

 

 Some banks do not support instant payments so if you're having trouble setting up the payment, please  get in touch so we can do this manually.  

 Configuring team settings  

 Once you've upgraded, you can then configure your team settings. You can read about the options you have below:  

 

 

 General 

 

 

 Team management 

 

 

 Billing and subscription details 

 

 

 

 Setting up sharing permissions 

 

 Automatic pricing calculator 

 

 

 Documents 

 

 

 Upload shared documents that can get attached to emails 

 

 

 Upload images used in proposal customisation 

 

 

 

 

 Customer proposal   

 

 

 Email settings   

 

 

 Shrunk Punk   

 

 

 

 If you have further questions about pro please attend an online training session , have a look at our  pro FAQs or  get in touch !